Jason David – BIB, CIM

Jason David - Business DevelopmentAssociate Portfolio Manager, Ottawa

613-755-4004 | 877-755-4004

Jason holds a Chartered Investment Manager designation, has a degree in international business, a background in public accounting, and extensive experience in wealth management. Before joining Polaris, he worked in accounting with one of Ottawa’s top independent public accounting firms, Parker Prins Lebano. He gained experience as an investment advisor earlier in his career when he managed private client relationships at some of Canada’s top bank-owned brokerage firms, such as RBC Dominion Securities and BMO Nesbitt Burns.

At Polaris Wealth, Jason manages portfolios for a select group of private clients. He specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations. Jason is an expert guide and coordinator who can work with clients’ accounting and legal counsel, and can determine the most tax-efficient strategies to help clients achieve their financial objectives. To serve his clients properly, Jason restricts his minimum account size to $500,000.

In his spare time, Jason enjoys outdoor sports that require endurance and individual focus, such as whitewater canoeing, backpacking, downhill skiing and cycling. He most recently completed a 300 km canoe trip in northern Ontario, solo paddling the Missinaibi River to James Bay. Jason lives in Oxford Mills with his wife, daughter and son.

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